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Semiconductor Industry News 6 October 2025 - 16 October 2025

Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Stock Performance: AI Hype Sends Micron Soaring Micron’s share price momentum in 2025 has been extraordinary. As of October, the stock has more than doubled from January levels, vastly outperforming the S&P 500 and even many tech peers ts2.tech. The rally accelerated in late September and early October when Micron hit fresh record highs, peaking intraday above $196 and closing…
Blaize Holdings (BZAI) Soars on AI Chip Deals and Partnerships – What’s Next for This Edge AI Stock?

Blaize Holdings (BZAI) Soars on AI Chip Deals and Partnerships – What’s Next for This Edge AI Stock?

Stock Surges on AI Hype and Contract Wins Blaize’s stock has been on a rollercoaster since its January Nasdaq debut. After an initially steep slide, BZAI shares have recently skyrocketed on the back of big AI contract announcements. The stock doubled in a single day in July after Blaize revealed a $120 million Asian infrastructure deal with Starshine Computing Yahoo.…
Quantum-Powered Pop! SEALSQ Corp (LAES) Stock Rockets on Latest Breakthroughs and Deals

Quantum Security Frenzy: SEALSQ (LAES) Stock Skyrockets on Deals & Chip Breakthroughs

Post-Quantum Deals Ignite a Stock Rally SEALSQ Corp – a Swiss-based provider of post-quantum cryptography semiconductors – has seen its stock rocket in the first half of October 2025 on the back of breakthrough announcements. Shares of LAES have climbed from the mid-$4 range in late September to roughly $7–8 by mid-October, buoyed by a string of strategic deals in…
RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

Stock Market Frenzy Around RRP Semiconductor RRP Semiconductor’s share price rally has defied fundamentals and caught investors off guard. As Business Today notes, the stock has become a “multibagger counter”, climbing another 2% on Oct 14 to ₹8,584 and delivering an “exceptional 4,527.84% year-to-date” return Businesstoday. Moneycontrol reports that the company’s stock has risen “a whopping 57,000% since April 2024”…
ARM Stock Skyrockets 11% on OpenAI AI Chip News — Is It a Buy?

ARM Stock Skyrockets 11% on OpenAI AI Chip News — Is It a Buy?

Arm Holdings plc (NASDAQ: ARM) trades on the NASDAQ with ticker symbol ARM. As of Oct 14, 2025 its stock is around $171–172, up roughly 11% from the prior close Reuters Stockinvest. Monday Oct 13 saw a jump from about $157 to $175 intraday, closing at $171.94 Stockinvest Reuters. ARM’s market capitalization is on the order of $164–182 billion, with…
Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Company Background & Business Model Power Integrations is a fabless semiconductor firm specializing in high-voltage power conversion chips. It pioneered the use of gallium nitride (GaN) in power ICs (marketed as PowiGaN™) and its EcoSmart™ PWM controllers. The company’s products enable efficient AC-DC and DC-DC conversion across applications, from cloud data centers and industrial drives to EV chargers and consumer…
Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Surges on AI Chip News – What Investors Must Know

Metric Broadcom (AVGO) NVIDIA (NVDA) Qualcomm (QCOM) Intel (INTC) Price (Oct ’25) $324.63 Companiesmarketcap $183.04 Companiesmarketcap $153.52 Companiesmarketcap $36.33 Companiesmarketcap Market Cap ($) $1,533B Companiesmarketcap $4,456B Companiesmarketcap $165.6B Companiesmarketcap $172.8B Companiesmarketcap P/E (TTM) 80.8 Companiesmarketcap 51.7 Companiesmarketcap 14.7 Companiesmarketcap N/A (low/negative) Dividend Yield 0.7% ts2.tech ≈0.1% (minimal) ≈2.3% (est.) ~3.9% Companiesmarketcap 1Y Return ~+90% ts2.tech +60–70% (est.) +10–20% (est.) +20–30%…
TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

Recent Developments and News TSMC’s advanced fabs have driven its recent headlines. On Oct 9, 2025, TSMC announced preliminary Q3 sales of NT$989.92 B (~$32.47 B), up 30% YoY Reuters – well above the market forecast. This AI-fueled demand lifted near-term guidance: management reiterated ~30% full-year growth. U.S. markets immediately reacted. By Oct 10, the ADR closed ~$280.66 Stockanalysis (a 6.4% drop…
TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker – a “pure-play” foundry that fabricates advanced semiconductors for clients like Apple, NVIDIA, AMD and more ts2.tech. Rather than selling its own chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech…
Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

OpenAI’s pursuit of custom AI hardware has led it to Broadcom for chip design collaboration, aiming to reduce reliance on Nvidia. Broadcom’s CEO confirmed a huge $10 billion order from a new cloud client (believed to be OpenAI), catalyzing investor excitement ts2.tech Nasdaq. Broadcom’s Financial Surge Amid the AI Gold Rush Broadcom is riding a wave of unprecedented demand for AI…
AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s Mega AMD Deal: How a 6‑Gigawatt AI Chip Alliance Could Reshape the Arms Race

Background: Why OpenAI Needed More Silicon OpenAI’s mission to build artificial general intelligence (AGI) has become a capital‑intensive arms race. Training and running models like GPT‑5 or the video‑generating Sora require vast amounts of electricity and parallel compute. In March 2025, OpenAI’s CEO Sam Altman unveiled a plan for Stargate, a U.S.‑based supercomputer project initially expected to cost $100 billion and deliver one…
White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers, and hope that a leaner, AI‑focused Intel can eventually compete with rivals. INTC finished Oct 3 2025 at $36.73, near its 52‑week…

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